Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Practice Management > Marketing and Communications

12 One-Liners That Make an Impression With Clients

Bryce Sanders By Bryce Sanders

X
Your article was successfully shared with the contacts you provided.

You have big clients and small clients in terms of asset size. You have clients who became friends and friends who became clients. You have some clients young enough to be the children of older clients.

Advisors have traditionally loved scripts. If clients ask questions that take you in a different direction, you can get back on track. Catchy expressions are like little scripts; they get a point across.

Most of the time, you are advising clients on financial issues. Sometimes they come to you for personal advice, and this can strengthen the relationship. There are times when they are having a tough day and you want to lighten the mood. 

Here are 12 expressions, statements, concepts or questions that can make a point, win someone over or earn a smile.

Bryce Sanders

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.